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Oelshamy
Helper I
Helper I

Add Avg Column to a Matrix

I am kind of new to this or never had a situation to add an extra column to a matrix. 

I am working on a model to visualize a Heat map of the KPI performance for individuals, KPI values are recorded monthly and then have a total column, next to the total column I would like to add values based on a calculated formula, so I created a measure for this.  but I cannot find a way to add it next to the total. 

 

Oelshamy_0-1727084142926.png

This is my table - I am using KPI, KPI Date, RAting - calculated the AVG Month as 

Avg_Month = CALCULATE(SUM('KPI Rating'[Rating]) / 50 * CALCULATE(SUM('KPI Master'[Weight (%)]) * 100))
 

Oelshamy_0-1727085051975.png

 

Can someone advise? 

1 ACCEPTED SOLUTION
v-yangliu-msft
Community Support
Community Support

Thanks for the reply from Ritaf1983 , please allow me to provide another insight: 
Hi  @Oelshamy ,

I created some data:

vyangliumsft_0-1727145818864.png

Power BI sorts alphabetically by default, so we need to create a new table with the columns AVG and rankx.

Here are the steps you can follow:

1. Create calculated table.

Date =
var _table=
CALENDAR(
    DATE(2024,1,1),
    DATE(2024,12,31))
RETURN
ADDCOLUMNS(
    _table,"Month-Year",
    FORMAT([Date],"mmm")&"-"&FORMAT([Date],"yy"))

vyangliumsft_1-1727145818868.png

Table 2 =
var _table=
SUMMARIZE('Date',[Month-Year],
"date",MINX(FILTER(ALL('Date'),'Date'[Month-Year]=EARLIER('Date'[Month-Year])),[Date]))
var _maxdate=MAXX(ALL('Date'),[Date])
var _table2=
{("AVG",_maxdate+1)}
var _table3=
UNION(
    _table,_table2)
return
FILTER(
    _table3,[Month-Year] in SELECTCOLUMNS('Table',"Test",'Table'[Month]) || [Month-Year] ="AVG")

vyangliumsft_2-1727145853939.png

2. Select [Month-Year] -- Column tools – Sort by column – [date].

vyangliumsft_3-1727145883107.png

3. Create measure.

Measure =
IF(
    MAX('Table 2'[Month-Year]) = "AVG",
    AVERAGEX(
        FILTER(ALL('Table'),
        'Table'[KPI]=MAX('Table'[KPI])),[Value]),
    SUMX(
        FILTER(ALL('Table'),
        'Table'[KPI]=MAX('Table'[KPI])&&'Table'[Month]=MAX('Table 2'[Month-Year])),[Value]))
Measure 2 =
IF(
    NOT(ISINSCOPE('Table'[KPI])),SUMX(VALUES('Table'[KPI]),[Measure]),
IF(
    NOT(ISINSCOPE('Table 2'[Month-Year])),SUMX(VALUES('Table 2'[Month-Year]),[Measure]),[Measure])
)

4. Result:

vyangliumsft_4-1727145883119.png

 

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

View solution in original post

2 REPLIES 2
v-yangliu-msft
Community Support
Community Support

Thanks for the reply from Ritaf1983 , please allow me to provide another insight: 
Hi  @Oelshamy ,

I created some data:

vyangliumsft_0-1727145818864.png

Power BI sorts alphabetically by default, so we need to create a new table with the columns AVG and rankx.

Here are the steps you can follow:

1. Create calculated table.

Date =
var _table=
CALENDAR(
    DATE(2024,1,1),
    DATE(2024,12,31))
RETURN
ADDCOLUMNS(
    _table,"Month-Year",
    FORMAT([Date],"mmm")&"-"&FORMAT([Date],"yy"))

vyangliumsft_1-1727145818868.png

Table 2 =
var _table=
SUMMARIZE('Date',[Month-Year],
"date",MINX(FILTER(ALL('Date'),'Date'[Month-Year]=EARLIER('Date'[Month-Year])),[Date]))
var _maxdate=MAXX(ALL('Date'),[Date])
var _table2=
{("AVG",_maxdate+1)}
var _table3=
UNION(
    _table,_table2)
return
FILTER(
    _table3,[Month-Year] in SELECTCOLUMNS('Table',"Test",'Table'[Month]) || [Month-Year] ="AVG")

vyangliumsft_2-1727145853939.png

2. Select [Month-Year] -- Column tools – Sort by column – [date].

vyangliumsft_3-1727145883107.png

3. Create measure.

Measure =
IF(
    MAX('Table 2'[Month-Year]) = "AVG",
    AVERAGEX(
        FILTER(ALL('Table'),
        'Table'[KPI]=MAX('Table'[KPI])),[Value]),
    SUMX(
        FILTER(ALL('Table'),
        'Table'[KPI]=MAX('Table'[KPI])&&'Table'[Month]=MAX('Table 2'[Month-Year])),[Value]))
Measure 2 =
IF(
    NOT(ISINSCOPE('Table'[KPI])),SUMX(VALUES('Table'[KPI]),[Measure]),
IF(
    NOT(ISINSCOPE('Table 2'[Month-Year])),SUMX(VALUES('Table 2'[Month-Year]),[Measure]),[Measure])
)

4. Result:

vyangliumsft_4-1727145883119.png

 

 

Best Regards,

Liu Yang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

Ritaf1983
Super User
Super User

Hi @Oelshamy 
There are a few workarounds to achieve 2 different total columns :
1. With dynamic measures, the video guide :
https://www.youtube.com/watch?v=DIc-KFPr4LI

2. with calculation groups, the guide :
https://www.youtube.com/watch?v=ExCD0vM-OEU

If my answer was helpful please give me a Kudos and accept as a Solution.

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

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